Investmark Advisory Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Sell |
21,916
-615
| -3% | -$81.2K | 1.36% | 21 |
|
|
2025
Q1 | $3.38M | Buy |
22,531
+326
| +1% | +$48.9K | 1.67% | 19 |
|
|
2024
Q4 | $3.38M | Buy |
22,205
+247
| +1% | +$37.6K | 1.66% | 17 |
|
|
2024
Q3 | $3.73M | Buy |
21,958
+346
| +2% | +$58.8K | 1.81% | 14 |
|
|
2024
Q2 | $3.56M | Buy |
21,612
+118
| +0.5% | +$19.5K | 1.9% | 13 |
|
|
2024
Q1 | $3.76M | Sell |
21,494
-893
| -4% | -$156K | 2.06% | 12 |
|
|
2023
Q4 | $3.8M | Buy |
22,387
+68
| +0.3% | +$11.6K | 2.23% | 11 |
|
|
2023
Q3 | $3.78M | Buy |
22,319
+154
| +0.7% | +$26.1K | 2.56% | 10 |
|
|
2023
Q2 | $4.11M | Buy |
22,165
+590
| +3% | +$109K | 2.74% | 6 |
|
|
2023
Q1 | $3.93M | Buy |
21,575
+1,010
| +5% | +$184K | 2.89% | 7 |
|
|
2022
Q4 | $3.72M | Buy |
20,565
+712
| +4% | +$129K | 2.75% | 9 |
|
|
2022
Q3 | $3.24M | Buy |
19,853
+480
| +2% | +$78.4K | 2.91% | 8 |
|
|
2022
Q2 | $3.23M | Buy |
19,373
+438
| +2% | +$73K | 3.19% | 9 |
|
|
2022
Q1 | $3.17M | Buy |
18,935
+591
| +3% | +$98.9K | 3.27% | 10 |
|
|
2021
Q4 | $3.19M | Buy |
+18,344
| New | +$3.19M | 2.98% | 9 |
|